Setting up the automations

1. Open a Grid, click  on the sidebar to open the Automation setup.
2. Select Automation templates to use pre-made Automations, or click Add Automation to create an automation from scratch.

Add a Trigger 

1. Click Add Trigger and select from the list of available Trigger types. For example, if you select Record updated, it means that the trigger will run when a record is updated on the current Grid. 
2. Select Watching columns: when you select a column as the watching column, any updates to this column (e.g edit a cell in this column) will fire the trigger.

Add an Action

1. Select Add Step.
2. Select an Action from the Action list. In this example, we will choose “Google Text translate”. After choosing an action, you will be required to fill in some fields depends on which action you selected.

Test the Automation

Now you’re done setting up, you need to test the Automations to check it works.

1. Click the toggle button on the top left corner to turn on the Automation. 
2. Click Test Automation to run the test. 

If an Automation is tested successfully, you can now start using your Automation in the Grid. 

Using automation templates

1. In the Automations tab, select Automation templates. 
2. Click + Add next to the Automation you want to create.
3. If required, select the corresponding columns in your Grid for the automation's required columns.
4. Once done, click Add new automation. 

Manage the Automation

Edit an Automation's information

 In the Automation settings,  click to edit Automation name, description, avatar, and whether you want to apply the Automation to all views.

Invoke all records

If you want to run the Automation on all records without waiting for a Trigger’s condition, select Invoke records.

Duplicate the Automation

From the Automations sidebar, click  next to the Automation name and select Duplicate.

Duplicate the Automation to another branch/view

• From the Automations sidebar, click  next to the Automation name and select Duplicate to…

• Select the branch and/or view, and update the name of the Automation if needed. Once done, click Next. 

• Select the corresponding columns for the duplicated automation. If you don't have any similar columns in the selected branch or view, click + Add new column.

Delete the Automation

From the Automations sidebar, click  next to the Automation name and select Delete, and confirm the deletion

Rename the Automation

From the Automations sidebar, click  next to the Automation name and type in the new Automation name.

Reorder the automation

Drag and drop before an automation to reorder it.